AWM
Avior Wealth Management’s ScottsMiracle-Gro SMG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-4,516
| Closed | -$248K | – | 772 |
|
|
2025
Q1 | $248K | Sell |
4,516
-4,003
| -47% | -$220K | 0.01% | 599 |
|
|
2024
Q4 | $565K | Sell |
8,519
-1,194
| -12% | -$79.2K | 0.02% | 411 |
|
|
2024
Q3 | $842K | Buy |
9,713
+137
| +1% | +$11.9K | 0.03% | 325 |
|
|
2024
Q2 | $623K | Buy |
9,576
+1,053
| +12% | +$68.5K | 0.03% | 378 |
|
|
2024
Q1 | $636K | Sell |
8,523
-772
| -8% | -$57.6K | 0.03% | 382 |
|
|
2023
Q4 | $593K | Buy |
9,295
+45
| +0.5% | +$2.87K | 0.04% | 306 |
|
|
2023
Q3 | $478K | Buy |
9,250
+40
| +0.4% | +$2.07K | 0.03% | 341 |
|
|
2023
Q2 | $577K | Sell |
9,210
-1,033
| -10% | -$64.8K | 0.04% | 302 |
|
|
2023
Q1 | $714K | Buy |
10,243
+32
| +0.3% | +$2.23K | 0.05% | 255 |
|
|
2022
Q4 | $496K | Buy |
10,211
+58
| +0.6% | +$2.82K | 0.04% | 304 |
|
|
2022
Q3 | $434K | Buy |
10,153
+1,167
| +13% | +$49.9K | 0.04% | 305 |
|
|
2022
Q2 | $709K | Buy |
8,986
+38
| +0.4% | +$3K | 0.07% | 199 |
|
|
2022
Q1 | $1.1M | Sell |
8,948
-1,744
| -16% | -$214K | 0.09% | 152 |
|
|
2021
Q4 | $1.72M | Hold |
10,692
| – | – | 0.14% | 119 |
|
|
2021
Q3 | $1.56M | Hold |
10,692
| – | – | 0.13% | 132 |
|
|
2021
Q2 | $2.05M | Sell |
10,692
-1,743
| -14% | -$335K | 0.21% | 102 |
|
|
2021
Q1 | $3.05M | Buy |
12,435
+69
| +0.6% | +$16.9K | 0.33% | 69 |
|
|
2020
Q4 | $2.46M | Hold |
12,366
| – | – | 0.3% | 80 |
|
|
2020
Q3 | $1.89M | Sell |
12,366
-1,849
| -13% | -$283K | 0.27% | 84 |
|
|
2020
Q2 | $1.91M | Buy |
14,215
+1,020
| +8% | +$137K | 0.3% | 83 |
|
|
2020
Q1 | $1.35M | Hold |
13,195
| – | – | 0.27% | 100 |
|
|
2019
Q4 | $1.4M | Hold |
13,195
| – | – | 0.22% | 105 |
|
|
2019
Q3 | $1.34M | Hold |
13,195
| – | – | 0.24% | 100 |
|
|
2019
Q2 | $1.3M | Hold |
13,195
| – | – | 0.23% | 101 |
|
|
2019
Q1 | $1.04M | Buy |
13,195
+4,452
| +51% | +$350K | 0.22% | 104 |
|
|
2018
Q4 | $537K | Buy |
8,743
+1,667
| +24% | +$102K | 0.13% | 160 |
|
|
2018
Q3 | $557K | Hold |
7,076
| – | – | 0.12% | 168 |
|
|
2018
Q2 | $588K | Buy |
7,076
+1,207
| +21% | +$100K | 0.13% | 146 |
|
|
2018
Q1 | $503K | Hold |
5,869
| – | – | 0.12% | 166 |
|
|
2017
Q4 | $628K | Buy |
+5,869
| New | +$628K | 0.14% | 142 |
|